Position in SO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$408,107
+$2,723 QoQ
Shares Held
4,264
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,533
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 69%
Shared 31%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Independence Bank of Kentucky holds $5,548,068 across 13 Utilities - Regulated Electric names. SO ranks #3 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
41,434 | $3,636,662 | |
| 2 | DUK |
Duke Energy CORP
|
5,532 | $700,240 | |
| 3 | SO |
Southern Co
This page
|
4,264 | $408,107 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,965 | $268,831 | |
| 5 | D |
Dominion Energy, Inc
|
1,701 | $116,161 | |
| 6 | EXC |
Exelon Corp
|
2,031 | $94,685 | |
| 7 | FE |
Firstenergy Corp
|
1,710 | $81,293 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
656 | $76,601 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $408,107 | 4,264 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $405,384 | 4,200 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $371,210 | 4,257 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $400,877 | 4,230 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $388,440 | 4,230 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $388,948 | 4,230 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $348,213 | 4,230 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $385,068 | 4,270 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $359,924 | 4,640 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $332,873 | 4,640 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $325,356 | 4,640 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $271,112 | 4,189 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $316,757 | 4,509 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $311,370 | 4,475 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $324,915 | 4,550 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $325,516 | 4,787 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $345,853 | 4,850 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $351,673 | 4,850 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $363,474 | 5,300 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $338,975 | 5,470 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $374,314 | 6,186 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $335,974 | 5,405 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $373,494 | 6,080 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $318,488 | 5,874 | Shares | Sole | 2020-10-05 | |
| 2020-06-30 | $260,805 | 5,030 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $266,910 | 4,930 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||